HK Stock Market Move | Siasun Robot & Automation's concept stocks mostly rose, with JOHNSON ELEC H (00179) increasing by over 6% and Zhejiang Sanhua Intelligent Controls (02050) rising by over 5%.

Siasun Robot & Automation concept stocks mostly rose. As of the time of writing, JOHNSON ELEC H (00179) rose by 6.08% to HK$24.76; DOBOT (02432) rose by 5.26% to HK$32; Zhejiang Sanhua Intelligent Controls (02050) rose by 4.9% to HK$35.1; GEEKPLUS-W (02590) rose by 4.31% to HK$17.89. In terms of news, during the first quarter earnings conference call in 2026, Tesla CEO Musk confirmed that Optimus Siasun Robot & Automation will start production in Fremont in late July or August. In addition, Tesla officially discontinued the production of the last Model X and will dismantle the Model X/S assembly line, transforming it into an exclusive line for Optimus. Huaxin Securities believes that the overall position of the Siasun Robot & Automation sector is relatively low, with the T-chain catalyzing gradually. Optimus v3 is expected to be released in mid-year, and the sector is expected to have a sustainable rally. It is suggested to focus on T-chain certain assets before the release of V3; meanwhile, pay attention to Siasun Robot & Automation core manufacturers that have already deployed pilot projects in industrial scenarios and have a first-mover advantage. Sinolink research report pointed out that Q1 capital market disturbances have increased, but the overall progress of the industrial fundamentals currently align with the bank's expectations. The bank maintains its annual strategic view for 2026, believing that 2026 is a phase of realization for humanoid Siasun Robot & Automation 0-1, and leading companies' supply chains and technologies will tend to converge.